We have great news! MoxiWorks is integrated with DocuSign! Here you can manage your DocuSign Transaction Rooms and your E-signature accounts!
Using DocuSign in Engage
In your Engage account you can create a DocuSign Transaction Room!
- When you have a transaction in Engage select the Details
- Scroll to the bottom of the details page and you will see the DocuSign integrations! Select Create Room.
- This will create your DocuSign transaction room! You will see your details page which will bring over any information in Engage to the DTR.
- You can edit any of the fields in this Transaction Room as the information becomes available to you!
- From the Documents Tab you can see any of the documents associated with this DTR!
- From the People Tab you can define who is associated with this transaction!
- If you would like to see all of the transactions you currently have. Select the Transactions Tab, which will show you all of the DTRs you are currently working!